Quick examples of how we can help

When his nephew is diagnosed with a rare disease, a successful entrepreneur wants to do more than write a check. We involve the nephew, research relevant models and identify three initiatives. We tap our own and the entrepreneur’s private, public and nonprofit sector contacts to select promising initiative. Then we identify strong local nonprofit partners and the entrepreneur recruits advisors from the biotech world. The pilot program is now serving the nephew well and looks viable for a larger roll-out.

A couple just got a financial windfall. They are overwhelmed with requests and only have a vague notion of what they want their legacy to be. We help the couple figure out their highest priorities, develop guidelines which reduce their need to say no to requests, and structure a deliberate process so they can learn and revise their focus as they gain experience.

A family with a four generation history of local giving can’t get the 20 and 30s somethings excited about participating. We involve the grandparents and grandchildren and find ways to connect the youngest members’ passions and skills back to the traditional roots of the family’s giving. Using simple technology, we create a more nimble process which leads to fascinating family conversations and to two young cousins becoming deeply involved in the family foundation.

Several members of a family like the idea of “recycling” some of their philanthropic funds through impact investments. But they don’t have the time to understand the options or identify candidates which fit the family’s priorities and risk profile. Through our local and global networks, we identify intermediaries and potential projects for an initial look, then handle the due diligence and logistics that lead to several impact investments and the family testing its interest in this new way of giving.

Call (207) 213-0223 or write us at kristin@philintell.com to talk about how we might be able to help you and your family.